Source Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Source Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,259	Closed	-$258K	–	118
2022 Q1	$258K	Sell	1,259 -996	-44%	-$203K	0.08%	100
2021 Q4	$502K	Buy	2,255 +52	+2%	+$11.8K	0.14%	74
2021 Q3	$482K	Sell	2,203 -292	-12%	-$64.7K	0.13%	71
2021 Q2	$572K	Buy	2,495 +2	+0.1%	+$450	0.15%	70
2021 Q1	$551K	Sell	2,493 -309	-11%	-$67.5K	0.15%	69
2020 Q4	$549K	Buy	+2,802	New	+$490K	0.15%	72

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Source Financial Advisors's IWM Position: Q2 2022 in Review

Source Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 1,259 shares — an estimated $258K sold.

Source Financial Advisors first reported a position in IWM in Q4 2020 and held it in 6 quarters. The position peaked at $572K in Q2 2021. 1,858 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Source Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
Source Financial Advisors sold 1,259 iShares Russell 2000 ETF shares in Q2 2022, an estimated $258K.
Source Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 6 quarters.
Source Financial Advisors's iShares Russell 2000 ETF position peaked at $572K in Q2 2021.
1,858 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Source Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.